Tailor-Made Strategies to Manage and Grow Your Wealth
Tailor-Made Strategies to Manage and Grow Your Wealth
Tailor-Made Strategies to Manage and Grow Your Wealth

YAD

YAD CAPITAL INVESTMENT ADVISORY
Successful capital management depends on agreement between the firm and the client in the following areas:
Philosophy

We believe in managing capital with an emphasis on value preservation, long term growth and peace of mind for our clients.

Methodology

Together with our clients, we build a financial plan that encompasses most of the client's assets. Thus we immediately create short-term peace of mind and the ability to make complex and ...

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Personal Connection

There is nothing like an informal meeting to get to know and understand whether there is a match and a desire to work together. We will be happy to provide testimonials from existing clients!

Audited by the international accounting firm Grant Thornton.

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YAD Capital AG is affiliated with the supervisory organization ORGANISME DE SURVEILLANCE DES INSTITUTS FINANCIERS OSIF and received its ...

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Insured by Allianz Insurance Company for the protection of its clients.

Allianz

The company is obligated by the Swiss Banking Secrecy law to maintain the confidentiality of the banking details of its clients.

Yad

Private Wealth Services

WEALTH MANAGEMENT
WEALTH MANAGEMENT
  • Building a strategic wealth management plan by understanding the client's financial needs, desires and goals for them and their loved ones
  • Defining the desired level of risk for asset allocation (real estate, managed portfolios and private companies)
  • Guiding the client in implementing the strategy
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ASSET MANAGEMENT
ASSET MANAGEMENT
  • Global Alternative Opportunities (GAO)
  • portfolio management at leading international banks with special terms for our clients
  • A variety of strategies according to client’s risk profile
  • Continuous monitoring of portfolios and individual investments vs. market fluctuations and global macro conditions
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BOUTIQUE INVESTMENT
BOUTIQUE INVESTMENT
  • Providing consultation to portfolio managers and investors
  • Access to unique investment opportunities (private equity, pre-IPO, real estate transactions and bespoke structured products)
  • Leveraging banking and financial knowledge to realize opportunities across several asset classes.
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B2B Services

What is AMC?

  • A segregated and independent legal entity (SPV) is set up for holding the assets. The SPV will issue debt in form of a certificate.
  • The SPV gets funds from investors buying the certificate on the primary or secondary market.
  • The Asset Manager (YAD Capital AG) receives "Power of Attorney" to implement and manage the assets in line with the term sheet's defined strategic asset allocation.
  • The AMC is covered fully by the assets and therefore does not bear any classical issuer risk.
  • You can build a diversified portfolio of many underlying funds/instruments and bundle it in an AMC.
  • AMC is issued with an ISIN, allowing a single bankable and tradable instrument for holding any non-bankable or bankable assets.
  • The AMC NAV is updated daily.
  • AMCs are compatible with banks in Switzerland, Israel and all financial institutions participating in Euroclear.
  • Restrictions
    • No US persons.
    • Full KYC required for single investor holding more than 10%.
    • Professional/qualified investors only.
    • Other restrictions may apply.
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WHY ARE AMCs SO POPULAR?

Advantages versus traditional

Asset Management

  • Operational and cost efficiency.
  • Effective and easy implementation of model portfolios potentially for hundreds of clients. All of them are treated and charged equally (best execution).
  • Getting access to an exclusive space of institutional tools.
  • Developing a track record.

Funds

  • KYC only needed for one LP (the SPV).
  • Lowering barriers to entry to expand investors base.
  • Highly flexible product design as well as customised fee structure.
  • Notably cheaper launching and maintenance costs.
  • Short Time-to-market set-up of AMCs.
  • Much lower minimum tickets.
  • Regulated but does not constitute a
    "Collective Investment Scheme" under the
    "Collective Investment Schemes Act, CISA".

Added Value for Our Clients

SECURE
SECURE

The account remains yours and in your name at the bank of your choice - we operate by a limited power of attorney for investment managers.

EFFECTIVE
EFFECTIVE

The use of ETFs and funds with low management fees through our access to institutional classes.

COMPETITIVE
COMPETITIVE

Best and competitive trading and safe custody fees in the world's largest banks.

INNOVATIVE
INNOVATIVE

Using advanced tools for optimization contributes to the bottom line of the portfolio.

AGILE
AGILE

Unlike large banks, we have an opportunistic approach that allows us to take advantage of market conditions quickly and effectively.

OUR CUSTODIAN BANKS

MANAGEMENT TEAM

YGAL ABERGEL
YGAL ABERGEL
    Managing Partner and Founder of YAD Capital
  • Formerly: Head of Nutrimenta Zurich office.
  • Head of Private Banking at FIBI Bank Switzerland.
  • Senior Investment Adviser at UBS Zurich.
  • Forex and Derivatives Trader at Bank Hapoalim Israel.
  • Political Science and Statistics, MBA
  • Languages: French, English, Hebrew, German
  • +41-79-776-20-50
DAN STEMMER
DAN STEMMER
    Partner and Investment Consultant
  • Formerly: Banker and Investment Advisor at UBS Bank.
  • 14 years of experience working closely with affluent families in a variety of services - capital planning, investment, banking and business planning.
  • LL.B. and MBA
  • Languages: Hebrew, English
  • +41-76-468-52-86

PORTFOLIO

Get updated on investment opportunities!

location

Seestrasse 17/19, 8002 Zurich, Switzerland

phone

+41-44-482-22-44
mail

Info@yadcapital.ch
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